Account Coordinator - Small Business

Newfront

144d • $60,000 - $70,000

About The Position

Insurance is a trillion dollar market that is fundamental to society, yet it has not modernized — until now. Newfront is building the modern insurance experience. We've reimagined the experience for clients, prospects, and employees, altering the way people create, understand, select, transact, and use insurance. We're changing the approach so that it starts and ends with the client, not the product, and empowering people for moments that matter. Our unique approach recognizes both the vast potential of technology and the fundamental role of insurance experts. We're a technology-driven company with DE&I in our DNA and strong values; we believe people matter most. Our mission is to define the future of the insurance industry, while instilling a high performance culture in combination with living our Work, Love, Play ethos each day. We value balanced lives and are passionate about creating a culture of wellness that results in healthier, happier, and more productive employees, and more successful clients. This position is responsible for coordinating the internal service process for assigned commercial property and casualty clients in a new, industry-changing brokerage.

Requirements

• Minimum of 2 years in a comparable and/or relevant work environment is required.
• Minimum of 1 year of Insurance brokerage experience is required.
• Solid communication skills: writing and presentation preparation.
• Excellent telephone etiquette and customer service.
• Ability to be resourceful, take initiative, and work independently to solve problems.
• Works well with others in a fast paced environment and be responsive to co-workers and colleagues.
• Adaptability and flexibility to respond to client and team needs.
• Strong time management skills.
• Ability to learn and adopt and train use of technology systems and software applications.
• Ability to review internal/external deliverables to ensure accuracy.

Nice To Haves

• Commercial insurance experience is preferred.

Responsibilities

• Manage successful outsourcing of workflows including, but not limited to, certificates of insurance, auto identification cards, policy checking, and MVRs.
• Prepare and review client communications and deliverables.
• Manage certificate of insurance process, if necessary.
• Prepare, process, and distribute endorsements and invoices.
• Monitor and resolve billing discrepancies and perform reconciliations.
• Execute consistent and accurate data and information entry and maintenance in various systems including AMS, SharePoint, etc.
• Execute consistent and accurate database and document management processes and workflows.
• Coordinate and own the renewal process workflow for successful, timely execution.

Benefits

• 401(k) eligibility
• various paid time off benefits, such as vacation, sick time, and parental leave
• bonus opportunities
• restricted stock units
• discretionary awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees